All things semiconductor
I have close to a decade of experience investing in semiconductor stocks all over Asia. This has been a passion of mine, and I would like to share some of these insights with more people. Gordon Moore and Morris Chang are 2 of the most important visionaries in the industry. Moore’s Law is a business model that has driven transistor scaling and allowed an ever-increasing TAM of smartphone, AI, ADAS, EV. The success of TSMC has enabled innovation and created an ecosystem of IP and fabless companies.
Throughout this journey, I have realized that it is impossible to have an objective assessment of a semiconductor company without a consideration of the global landscape. An example will be the rise of ARM CPU and AMD after TSMC achieved process parity at 7nm with Intel in 2018. Or the pending adoption of EUV by all 3 DRAM manufacturers by 2025. The oversupply arising from China mature node and in particular power discrete, will have implications for the global power semi.
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